Polymer Capital Management (US) LLC
NEW YORK NY · SEC CIK 0001973324
$7.55亿2026Q2 申报市值
607持仓数
21.0%前十大占比 · 第一大 4.2%
193 / 453新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLD 加仓+$1,289.33万
SMTC 新建仓+$1,120.00万
AMZN 加仓+$904.10万
GOOGL 加仓+$691.37万
ETR 重新持有+$688.26万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,816.69万
MU 减仓-$2,067.10万
AVGO 减仓-$1,375.35万
LITE 减仓-$1,238.01万
DD 减仓-$958.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | $0 | 0.00% | 0 | -15,259 | -100.0% | -$21.50万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,352 | -100.0% | -$21.26万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -9,875 | -100.0% | -$20.89万 | 清仓 |
| ISTR | INVESTAR HOLDING CORP | $0 | 0.00% | 0 | -7,627 | -100.0% | -$20.80万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,831 | -100.0% | -$20.69万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -1,434 | -100.0% | -$20.62万 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -12,967 | -100.0% | -$20.62万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$20.58万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -39,749 | -100.0% | -$20.57万 | 清仓 |
| BIOA | BIOAGE LABS INC | $0 | 0.00% | 0 | -11,688 | -100.0% | -$20.44万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -5,772 | -100.0% | -$20.41万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -21,353 | -100.0% | -$20.33万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -5,073 | -100.0% | -$20.23万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -35,477 | -100.0% | -$20.22万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -5,518 | -100.0% | -$20.03万 | 清仓 |
| RGNX | REGENXBIO INC | $0 | 0.00% | 0 | -23,752 | -100.0% | -$19.90万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -35,680 | -100.0% | -$19.45万 | 清仓 |
| RNGR | RANGER ENERGY SVCS INC | $0 | 0.00% | 0 | -11,318 | -100.0% | -$19.40万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -19,924 | -100.0% | -$18.93万 | 清仓 |
| VREX | VAREX IMAGING CORP | $0 | 0.00% | 0 | -17,192 | -100.0% | -$18.24万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -17,149 | -100.0% | -$17.97万 | 清仓 |
| MCS | MARCUS CORP DEL | $0 | 0.00% | 0 | -10,173 | -100.0% | -$17.47万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -12,396 | -100.0% | -$17.40万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -12,607 | -100.0% | -$16.55万 | 清仓 |
| AEVA | AEVA TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,172 | -100.0% | -$16.02万 | 清仓 |
| EGY | VAALCO ENERGY INC | $0 | 0.00% | 0 | -24,210 | -100.0% | -$15.35万 | 清仓 |
| NPKI | NPK INTERNATIONAL INC | $0 | 0.00% | 0 | -10,289 | -100.0% | -$14.91万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -32,898 | -100.0% | -$14.57万 | 清仓 |
| ORN | ORION GROUP HLDGS INC | $0 | 0.00% | 0 | -12,747 | -100.0% | -$13.89万 | 清仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | -14,109 | -100.0% | -$13.15万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -39,883 | -100.0% | -$12.24万 | 清仓 |
| FUBO | FUBOTV INC | $0 | 0.00% | 0 | -11,870 | -100.0% | -$11.23万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -21,884 | -100.0% | -$10.09万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -11,871 | -100.0% | -$10.02万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -13,903 | -100.0% | -$9.15万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -17,120 | -100.0% | -$9.07万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$9.06万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -11,764 | -100.0% | -$9.00万 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $0 | 0.00% | 0 | -36,136 | -100.0% | -$8.96万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -15,971 | -100.0% | -$8.86万 | 清仓 |
| INNV | INNOVAGE HLDG CORP | $0 | 0.00% | 0 | -10,843 | -100.0% | -$8.70万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | -14,307 | -100.0% | -$8.66万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -17,758 | -100.0% | -$8.58万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -12,518 | -100.0% | -$8.50万 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $0 | 0.00% | 0 | -13,251 | -100.0% | -$8.44万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -11,982 | -100.0% | -$8.35万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -2,121 | -100.0% | -$8.27万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -11,969 | -100.0% | -$8.16万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -20,388 | -100.0% | -$8.05万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -22,764 | -100.0% | -$7.99万 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -11,814 | -100.0% | -$7.83万 | 清仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $0 | 0.00% | 0 | -15,613 | -100.0% | -$7.37万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -17,165 | -100.0% | -$7.28万 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -50,340 | -100.0% | -$6.59万 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $0 | 0.00% | 0 | -15,619 | -100.0% | -$6.33万 | 清仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -13,083 | -100.0% | -$5.46万 | 清仓 |
| SFIX | STITCH FIX INC | $0 | 0.00% | 0 | -14,959 | -100.0% | -$4.95万 | 清仓 |
| PRME | PRIME MEDICINE INC | $0 | 0.00% | 0 | -10,317 | -100.0% | -$3.59万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $0 | 0.00% | 0 | -21,394 | -100.0% | -$2.97万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -15,300 | -100.0% | -$2.02万 | 清仓 |